Philosophy

Who

We are a team of financial professionals dedicated to giving you and your business the full range of high quality accounting and tax services. From bookkeepers to seasoned CPAs, our team is highly trained and very experienced so that your accounting needs are met as effectively and efficiently as possible.

What

We provide accounting, tax and consulting services to businesses and their owners. The level of service we provide – from ongoing bookkeeping, accounting and tax services to periodic consulting – depends on your needs. Think of us as an adjunct to your accounting department, filling the gaps and lending expertise when you need it. As your business grows and changes, our level of service adjusts so that your needs are addressed quickly and efficiently. Our fluid organizational structure allows us to quickly respond to help you achieve your business goals.

In addition to the typical accounting and tax services, we are your liaison with government agencies, helping you navigate the maze of government bureaucracy. We also provide referrals to specialists in the technology, legal, payroll and retirement fields. We refer you only to businesses that have worked closely with us for many years and have proven themselves to be outstanding in providing service to our clients.

We encourage periodic meetings to discuss the status of your business, identify any potential issues and to help you understand your accounting and tax information.

Why

Our goal is to be an integral part of your business with the ability to provide you whatever service you need at a particular time. You may find our services a little different from what you have experienced before, but our “hands on” approach has proven to be very effective in helping our clients achieve their business goals. Once you experience the level of service we provide, you will wonder how you ever ran your business without us.

Where

We specialize in remote services, using our proprietary virtual accounting office, MyVAO. With MVAO you have 24/7 access to your QuickBooks file and accounting documents.